Archives for March 2022
Editor’s Column: At last online scammers face action
Most scammers find their victims, at least initially, online these days, whether it be through website ads or social media. With this in mind it was good to see this week that a ban on paid-for scam adverts has moved a step closed. Social media companies and search engines will become responsible in future for […]
Goldman Sachs may take Nucleus stake – reports
Wall Street bank Goldman Sachs is believed to be one of three bidders aiming to take a sizeable stake in adviser platform Nucleus, according to a report from Sky News today. Sky News says it understands that one of Goldman Sach’s private equity funds is among four potential buyers for a significant stake in Nucleus, valuing […]
1,000+ adviser firms sign up for NS&I online service
More than 1,000 advice firms have so far registered to use NS&I’s online service designed to improve access to NS&I advised client details. NS&I says the milestone means that almost 1 in 5 UK advice firms have signed up. NS&I is planning further enhancements to adviser service this year, including looking at ways of expanding the […]
Revealed: Top 10 life and financial goals
The top 10 life and financial goals of Britons have been revealed, with 97% of people saying it is important to set key goals in life. According to new research from Canada Life, the top three goals among for Britons are: being happy and content (67%), being in good physical and/or mental health (58%), and […]
Revealed: Top 10 life and financial goals
The top 10 life and financial goals of Britons have been revealed, with 97% of people saying it is important to set key goals in life. According to new research from Canada Life, the top three goals among for Britons are: being happy and content (67%), being in good physical and/or mental health (58%), and […]
Lighthouse acquirer buys London IFA firm
MKC Wealth – which acquired the advice arm of the troubled Lighthouse group from Quilter last year – has acquired veteran London IFA Anthony, Bryant & Company for an undisclosed sum. Anthony, Bryant & Company is based in central London and advises 126 families on £70m in assets. MKC Wealth is a wealth management firm […]
Wells Fargo must pay ex-rep $1.4M over ‘vindictive’ U5 amendment
How to Get a Business License in 4 Simple Steps
When it comes to running your business, you may need to obtain a business license and permit to operate. But, what are the steps to obtain a business license? Welcome to your rundown on how to get a business license. What is a business license? A business license permits you to operate your company within […]
Kitces & Carl Ep 81: Increasing Client Touch Points With Asynchronous Client Meetings
Conventionally, meeting with a financial advisor meant meeting in-person, usually at the advisor’s office. With today’s technological advances, though, compounded by changes in social dynamics brought forth by the pandemic, meeting virtually (or mostly virtually) has become increasingly normalized, which has made it easier than ever before to accommodate more meeting time into busy schedules. […]